See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,820 | $111,724+262.3% | $93,606+332.5% | $145,922+177.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 11.30% | 202.98%-191.7pp | 133.20%-121.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,353 | $3,090-23.8% | $2,420-2.8% | $4,660-49.5% |
| Participant deferral / active EE | $10,872 | $4,912+121.3% | $4,411+146.5% | $6,688+62.6% |
| Admin fee / account holder | $703 | $10,250-93.1% | $8,285-91.5% | $13,397-94.8% |